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| Happy Holidays!! thanks for using AUM13F!! |
| Hiltop Partners LLC
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| CRD # | 290981 |
| SEC # | 801-115255 |
| CIK # | |
| AUM | $490.8 M (2025-07-30) |
| Employees | 14 (43% Investors, 7% Brokers) |
| Phone | 574-889-7526 |
| Address | 4100 Edison Lakes Parkway Mishawaka, IN 46545 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 654 | 205.9 |
| (b) Individuals (high net worth individuals) | 145 | 280.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 2.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,546 | 490.8 |
| By Discretionary | ||
| Discretionary | 2,444 | 466.0 |
| Non-Discretionary | 102 | 24.9 |
| Total | 2,546 | 490.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 490.8 | |
| Total | 2,546 | 490.8 |
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|---|---|---|
|
Harpswell Capital Advisors LLC
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ME | 0.5 |
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GEN Financial Management Inc
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MN | 0.5 |
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MA | 0.5 |
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0.5 | |
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OLIO Financial Planning LLC
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Herold Advisors Inc
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NY | 0.5 |
|
Jackson Square Capital LLC
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CA | 0.5 |
|
Trinity Portfolio Advisors LLC
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TX | 0.5 |
|
Bridgeport Financial Solutions LLC
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AZ | 0.5 |
|
DB Fitzpatrick & Co Inc
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|
ID | 0.5 |